I am creating an entry criteria for a milestone to kickoff. A separate workflow rule populates a DateTime field (RMA_Time__c) with NOW(). When RMA_Time__c is populated and the populated time is before 2:30 PM EST, the milestone should start.
How can I write this as a formula? I am having an extremely hard time trying to figure out a formula to compare a current DateTime field to a specific time value.
You can just check
Test__c = Now() - 2
OR
Test__c = Now() - 3
The number has to be subtracted from Now() function. Validation rule will fire when it will return TRUE.
This is what I did to get this tested and working:
Delay__c on account. Default value = 0 you can alter in increment formula
2. Field Send_On__c (dateTime) formula as createddate + Delay__c
CreatedDate NOT EQUAL (leave third field blank) and Delay__c <= 9
3a. Immediate Actions - WF Field Update to increment Delay formula. In this example if 0 add 3 days, otherwise add 1.
3b Email alert to send email of your choosing
3c Time triggered 0 days from Send_On__c as the trigger
3d - Time triggered actions is the same as exist in the immediate actions
Feel free to rename fields as needed. You could also simply adjust the formula to increment times triggered to add 2 if the value is 0, then 1 otherwise. All up to you.
What this does is:
Record Created, immediate action happens, sends email, increments counter. Now Send_On__c = next day + 3 if insert and next day when TBWFR fires.
Next Send On day, time triggered fires, increments counter, sends email, and resets itself to the next day to fire
To test:
On insert the TBWF Queue should should something similar to:
And the account fields will be
Now, change the Delay to 4 and refresh the TBW Queue logs and it should be
Best Answer
Tinkered around with this for a bit and here's one workable method. Have a field updated to today's date, have a second time based workflow activate 14 hours after today's date field. That will reliably kick off a process at 2pm according to your org time, whole hours only allowed unfortunately.
For your second request though for a comparison of date time for current date. DateTimeValue takes a literal string, so you can pass it the required date, add the specific time required for the comparison:
IF(NOW() < DateTimeValue("2016-11-09 09:30:00"),'true','false')edit: just a reminder that if you're trying to trigger something from a formula, formula changes do not kick off workflow recalculations.